Resources & Tools
A curated collection of guides, updates, and reference materials covering benefit plan fundamentals, compliance requirements, cost drivers, and emerging healthcare issues.
The Basics of Self-Funding
Foundational overview explaining how self-funded health plans work, including plan ownership, cash-flow mechanics, stop-loss protection, fiduciary responsibilities, and key tradeoffs employers should consider.
Download PDFPlan Basics
Foundational resources explaining how health plans work, plan structure decisions, and core benefit mechanics.
| Title | Summary | File Type | Link |
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Understanding Your HPHP ID Card |
Simple walkthrough of the HPHP member ID card explaining what each section means, how it’s used for care, pharmacy, and billing, and when to contact Concierge for help. |
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HSA Guide 2025–2026 |
Plain-English guide to HSAs, eligibility, contribution limits for 2025–2026, tax advantages, and effective use. |
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The Basics of Self-Funding |
Foundational overview of self-funded plans, stop-loss protection, fiduciary responsibilities, and key employer tradeoffs. |
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Download |
Compliance & Deadlines
Regulatory updates, filing requirements, and reporting timelines employers should proactively monitor.
| Title | Summary | File Type | Link |
|---|---|---|---|
Transparency In Coverage (TIC) Final Rule |
Overview of the TIC final rule outlining machine-readable files, consumer price tools, compliance timelines, and enforcement requirements for group health plans. |
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2026 HR Compliance Calendar |
Month-by-month roadmap of key HR, benefits, and ACA deadlines employers need to track in 2026. |
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PCORI Fees – Legal Update |
Legal update covering PCORI fee amounts, applicability to self-funded plans, calculation methods, and filing deadlines. |
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2026 Limits To Know |
Quick reference to key 2026 limits for HSAs, FSAs, 401(k)s, and high-deductible health plans. |
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Costs & Transparency
Insights into healthcare cost drivers, affordability pressures, and pricing visibility challenges.
| Title | Summary | File Type | Link |
|---|---|---|---|
White House Launches TrumpRx |
Overview of the TrumpRx drug discount program, including eligibility, access steps, and key limitations. |
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Texans’ Top Financial Worry: Healthcare |
Data-driven overview showing healthcare costs as Texans’ top financial concern and the impact of price uncertainty. |
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